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Show the value in your investment proposition

As more and more advisers move towards value-oriented propositions, it is becoming increasingly important for investment providers to support advisers’ objectives by providing sophisticated applications to enhance adviser productivity and encourage adviser loyalty.

Investment Planner is designed to increase your IFA new business by:

Making it simple and efficient for advisers to create investment portfolios

• Recommendations and fund selections are easy to understand and explain to clients
• Extensive graphics enhance understanding of the recommendations
• Create investment plans and reasons why to support fund selections

Helping advisers understand the value in your fund proposition

• Help advisers position your funds within client portfolios
• Facilitate strategic asset allocation as means to justify choosing your funds
• Indicate if it is possible to increase client’s returns without increasing risk
• Portfolio rebalancing functionality

Building deeper relationships with your advisers

• Help them undertake a high quality job, faster and more compliantly
• Help develop longer term adviser client relationships

Investment Planner enables advisers to create investment strategies for their clients and then turn these strategies into action by selecting appropriate products and funds. Unlike traditional systems, Investment Planner incorporates risk profiling, asset allocation and fund selection into a single, seamless process, meaning that advisers don’t need to use a number of different tools to create an investment plan. The result is that high quality, professional investment plans can be created far more quickly and easily than they can currently.

Investment Planner datasheet

Interested?

Please contact us or your account manager for more information.